Benjamin Miller is a financial advisor with LPL Financial in Coeur D Alene, ID, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at LPL Financial since 2015 and founded Momentum Wealth Strategies in 2025, where he provides investment advisory services independently. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports a wide range of investment solutions, combining in-house research, third-party managers, and customizable advisory arrangements delivered through a large network of investment adviser representatives.

Steven Cole is a financial advisor with Salmon Bay Wealth Management, LLC in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2008. Salmon Bay Wealth Management is a single-advisor independent firm providing financial planning, consulting, and discretionary asset management for a small number of clients, including emerging high-net-worth individuals, young professionals, business owners, and retirees. The firm employs fundamental and macro analysis to manage diversified portfolios using various instruments and strategies, offering a boutique service model with quarterly account reviews.

Evan Mclachlan is a Series 65-licensed financial advisor with 15 years of industry experience. He operates McLachlan Investment Services LLC, an independent firm based in Coeur D'Alene, ID, where he has provided investment advisory services since 2010. McLachlan Investment Services LLC offers discretionary investment supervisory services and financial planning to individuals, businesses, trusts, pension plans, and non-profit organizations. The firm follows a long-term, disciplined investment approach with broad diversification and serves both retail and institutional clients, including pension and profit-sharing plans.

Michael Thompson is the managing member of Aspen Grove Investment Management, LLC, an independent registered investment adviser based in Hayden, Idaho. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Thompson has led Aspen Grove since its founding in 2009. Aspen Grove Investment Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm offers custom portfolio management using fundamental, technical, and charting analysis, tailoring allocations to client-specific objectives and risk tolerances.

Ronald Crone is a financial advisor at Crone Wealth Management, PLLC in Scottsdale, AZ, with 20 years of industry experience. He holds a Series 65 designation and has worked in various capacities within his own firms since 1990. Crone Wealth Management provides fee-based investment advisory services primarily to high-net-worth individuals and retirement plans, including defined benefit and participant-directed defined contribution plans. The firm employs a model-based investment strategy using SEI mutual fund asset allocation models and offers pension consulting services supported by Mr. Crone’s background as a licensed CPA.

Todd Carlson is the principal of Carlson Financial Advisory, LLC, an independent firm based in Liberty Lake, WA. He holds a Series 65 designation and has 12 years of industry experience. In addition to his advisory work, he provides business valuation and consulting services, including the preparation of individual income taxes, through an affiliated accounting practice. Carlson Financial Advisory serves individual and high-net-worth clients by offering portfolio analysis and referring clients to a third-party investment adviser for implementation and ongoing management. The firm emphasizes modern portfolio theory and a long-term, mutual-fund-focused strategy, operating primarily in a non-discretionary capacity with a focus on due diligence and oversight of the external manager.

Nathan Hughes is a financial advisor at Pilot Wealth Strategies with a Series 66 designation and three years of industry experience. Prior to joining Pilot Wealth Strategies, he worked at Raymond James & Associates. Outside of his advisory role, he co-owns a franchise business involved with a nitrogen ice cream concept through H&G Properties LLC. Pilot Wealth Strategies provides discretionary and non-discretionary investment management, retirement plan advisory services, and consulting to retirement plan sponsors, families, trusts, and foundations. The firm employs a diversified strategic asset allocation approach with tactical shifts and utilizes multiple analysis methods while serving as an ERISA fiduciary when applicable.

Patrick Wardian is the principal of Wardian Wealth Management, Inc. in Coeur D'Alene, ID, with 17 years of industry experience. He holds a Series 65 designation and previously worked at Madison Avenue Securities, Inc. from 2013 to 2018. Outside of his advisory role, he is involved in marketing a retirement resource center that provides referrals for retirement-related needs. Wardian Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, and business entities, referring clients to third-party money managers who assume asset management responsibilities. The firm focuses on identifying client objectives and selecting external managers rather than managing portfolios directly.

Marti Bott is a CFP® with eight years of industry experience, currently serving as an advisor at Archer Investment Management since 2024. Prior to joining Archer, Marti worked at Ameriprise Financial Services, LLC, and managed the Bott Household from 2016 to 2023. Archer Investment Management serves individual investors, including high-income professionals and high-net-worth clients, as well as nonprofit institutions and endowments, offering discretionary portfolio management, financial planning, and related advisory services. The firm employs an institutional, IPS-driven investment process focused on diversification, tax efficiency, and risk control, and features a subscription service distinct from its investment management offerings.

David Demars is a CFP® and ChFC® with 28 years of industry experience. He is currently with Demars Financial Group LLC and has previously worked at LPL Financial, Fidelity Financial Services, Crown Capital Securities, and Northwest Financial Advisors. Outside of his advisory work, he owns Retirement Plan Specialists Inc., a business focused on retirement plan services. Demars Financial Group LLC provides discretionary asset management, financial planning, pension consulting, and third-party manager selection for individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis, among other methods, to construct and monitor customized portfolios.

Eric Martin is a financial advisor at Concinnus Financial, Inc with six years of industry experience. He holds a Series 65 designation and has worked at Concinnus Financial since 2019. Outside of his advisory role, Martin has a longstanding position at Provident Electric since 2006. Concinnus Financial provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, along with retirement-plan consulting and participant education. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to create tailored asset allocations and operates an in-house tax preparation and accounting practice to support coordinated tax planning.

Jeremy Morris is a financial advisor at Five Pine Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Centaurus Financial Inc. and Metronomix Inc. There are no additional outside business activities noted. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, offering investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes strategic, risk-based asset allocation through diversified portfolios and provides group educational workshops and participant education distinct from product sales.

Brent Sears is a financial advisor with Demars Financial Group LLC in Spokane Valley, WA, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has worked at firms including LPL Financial LLC, Crown Capital Securities, and Centaurus Financial, Inc., and has operated his own business, Brent M Sears Financial, Inc./Guidance Financial, since 2002. Demars Financial Group LLC offers discretionary asset management, financial planning, limited pension consulting, and third-party manager selection services to individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis along with customized or model portfolios to provide ongoing portfolio management and written financial plans.

Mark Mccomsey is a financial advisor at Illumine Investment Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Illumine since 2016. Prior to that, he was with Beverly Hills Wealth Management, LLC from 2013 to 2016 and CS Planning Corp. from 2016 to 2021. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and a disciplined asset-allocation framework tailored to client objectives and risk tolerances.

Charles Potter is a financial advisor at Simple Wealth LLC with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory work, he serves as a board member for the Spokane Baptist Association Homes, a senior housing organization. Simple Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning for individual, high-net-worth, and charitable clients. The firm employs asset-allocation-based strategies combining fundamental, technical, cyclical, and computer-model analysis, with accounts managed on either a discretionary or client-approval basis.

Maryanne John is a financial advisor at Simple Wealth LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Securities America, Inc. and Osaic Wealth, Inc. Maryanne is also a licensed life and disability insurance agent and volunteers as a financial literacy educator for the nonprofit Financial Beginnings. Simple Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning for individual and high-net-worth clients, as well as charitable organizations. The firm employs asset-allocation-based investment strategies and manages approximately $52.9 million in client assets.

Taylor Demars is a CFP® professional with five years of industry experience, currently serving at Demars Financial Group LLC in Spokane Valley, WA. He has worked at several firms including LPL Financial and Crown Capital Securities, LP. Outside of his advisory role, he is involved with Flocks and Fields, LLC, a non-investment-related business. Demars Financial Group LLC provides discretionary asset management, financial planning, pension consulting, and third-party manager selection to individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis, along with customized and model portfolios, to serve a range of clients including high-net-worth individuals.

Jon Dawn is a financial advisor at Long Bridge Capital Management with 11 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for five years. Outside of his advisory role, he works as a credit analyst for a fintech company. Long Bridge Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, employing both fundamental and technical analysis with strategies that include small- and micro-cap investments and an enhanced-income approach using covered calls. The firm manages approximately $40.3 million in assets with a four-person team.

Hunter Schertz is a financial advisor at Five Pine Wealth with a Series 65 credential and three years of industry experience. He is also co-owner of D. Lish's Restaurant Group LLC, a fast-casual restaurant, where he manages employees and social media. Prior to joining Five Pine Wealth, he held roles in various service and energy companies. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, providing investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes strategic, risk-based asset allocation through diversified portfolios and offers group educational workshops that are purely educational and not tied to product sales.

Benjamin Holzhauser is a financial advisor at Five Pine Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Centaurus Financial, MVP REIT II, Triton Pacific Securities, and MVP American Securities. Holzhauser has been with Five Pine Wealth since 2021. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, offering discretionary and non-discretionary investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes strategic, risk-based asset allocation through diversified portfolios and provides plan-participant education that is purely educational and not tied to product sales.